Should You Downsize in Retirement?
One method for freeing home equity for other uses is to downsize your home as a part of moving. Downsizing could mean either moving to a smaller home, or moving into a similar-sized home in a less expensive community.
Coverage Options for Long-Term Care Insurance Policies, Pt. 2
It is important to consider which expenses qualify for benefits.
For Couples, Not Talking About Money Can Be Costly
I was stunned to read the first paragraph of this article. “Do you know how much money your spouse makes? …According to a biannual retirement survey of over 1,000 couples by Fidelity Investments, it’s a question 43% of couples can’t answer—up from 27% in 2013.” Other interesting data points: “Although 72% of couples say they communicate […]
Safe Withdrawal Rates for Retirement and the Trinity Study
One of the classic studies in the field of financial and retirement planning is the Trinity Study.
